Privacy Policy Statement

Your privacy is important to us. This policy details how we collect, use, and protect your information, with all processes guided by Australian law and best practices.

Information We Collect

We collect only the personal information needed to deliver our services effectively and safely.

• Personal details you provide when communicating with us or scheduling a consultation, such as name, email, and phone number.
• Session information, including topics discussed, notes, and reports produced during your consultation.
• Technical details like IP address and browser info, strictly for website functionality and security.
• Feedback or follow-up requests you submit to improve our service or respond to queries.

How We Use Your Information

All information collected is used solely for service provision, process improvement, and legal compliance.

• Facilitating your consultation, including preparation, follow-up, and written report preparation.
• Addressing your feedback or inquiries to ensure a high standard of service.
• Complying with privacy and record-keeping laws in Australia.
• Securing our website and enhancing user experience.

Legal Basis for Processing

Our information handling complies with the Privacy Act 1988 (Cth) and relevant Australian privacy principles.

We process data with your consent or as legally required to provide a confidential, compliant financial recommendations service.

Information Sharing

We do not sell or rent your data. Your information is only shared when legally required, or with your explicit consent.

• Professional advisors and service providers only if necessary and bound by confidentiality duties.
• Authorities or regulators, but only where required by law.
• In rare cases, data may be disclosed if necessary to protect legal rights, users, or others’ safety.

Data Security

Your information is stored using industry-standard procedures. We employ protective technology, regular audits, and staff training to minimise risks, reduce the likelihood of data breaches, and comply with Australian data security requirements.

Your Rights

You can request, access, or correct your information, or raise a concern at any time.

• Request an overview of the personal data we hold about you.
• Ask us to correct inaccurate or outdated details about you.
• Withdraw your consent for us to process your information where applicable.
• Make a complaint regarding privacy concerns, which will be addressed promptly.

Cookies Notice

Our site uses strictly necessary, performance, and analytics cookies only as outlined in our policy. No cookies are used for advertising or marketing purposes. You can manage cookies via your browser settings.

Cookie Policy Cookie Policy

Contact Us

For any concerns about this policy or your data privacy, please reach out to our team.

Policy Updates

We may update this policy and will record the ‘last updated’ date below. Please check for updates frequently.